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Technology Stocks : Compaq
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To: rudedog who wrote (40788)12/22/1998 6:45:00 PM
From: jim kelley  Read Replies (2) of 97611
 
Dog,

Re: " You seem to have lost all objectivity when discussing CPQ. Do you have a personal issue with CPQ that is causing you to take these essentially indefensible positions? "

My positions are perfectly defensible. It is you who seem to have lost objectivity.

I have stated that CPQ is unlikely to meet its consensus EPS of 36 cents per share. I gave the reason for this, to wit, their cost of sales is way too high 23.1% and it is unlikely that these costs can be reduced
in a single quarter.

Hence, there is no loss of objectivity on my part. however, you might want to do some soul searching on your own behalf.

Regards,

Jim Kelley
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